CFIA

Cantor Fitzgerald Investment Advisors Portfolio holdings

AUM $1.47B
1-Year Est. Return 11.03%
This Quarter Est. Return
1 Year Est. Return
+11.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$657M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$23.6M
3
+$19.4M
4
IBM icon
IBM
IBM
+$16.8M
5
CVS icon
CVS Health
CVS
+$16.1M

Top Sells

1
+$13.3M
2
+$9.95M
3
+$6.05M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.53M

Sector Composition

1 Financials 9.63%
2 Technology 7.25%
3 Healthcare 5.91%
4 Consumer Staples 5.29%
5 Energy 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 1%
+225,156
27
$12.7M 0.94%
+223,685
28
$12.6M 0.92%
+320,883
29
$12.5M 0.92%
+573,230
30
$12.1M 0.89%
+267,778
31
$11.7M 0.86%
173,940
-29,695
32
$11.4M 0.84%
+263,119
33
$11.4M 0.84%
+552,976
34
$11.2M 0.82%
220,267
-195,790
35
$11.1M 0.81%
+199,550
36
$11.1M 0.81%
+84,707
37
$11M 0.81%
+183,280
38
$10.9M 0.8%
+109,573
39
$10.7M 0.79%
+108,881
40
$10.6M 0.78%
+189,087
41
$10.5M 0.77%
+156,989
42
$10.3M 0.76%
+81,256
43
$10.2M 0.75%
+163,100
44
$9.64M 0.71%
+158,343
45
$9.29M 0.68%
82,220
-117,551
46
$9.18M 0.67%
+236,354
47
$9.17M 0.67%
+145,436
48
$8.85M 0.65%
+84,451
49
$8.69M 0.64%
283,531
-197,486
50
$8.34M 0.61%
+146,010
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